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Optimum Investment Advisors’s DaVita DVA Stock Holding History

Optimum Investment Advisors’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,260
Closed -$183K – 995
2019
Q2 		$183K Sell
3,260
-380
-10% -$19.7K 0.06% 280
2019
Q1 		$198K Hold
3,640
– – 0.07% 275
2018
Q4 		$187K Hold
3,640
– – 0.06% 266
2018
Q3 		$261K Hold
3,640
– – 0.07% 256
2018
Q2 		$253K Hold
3,640
– – 0.07% 263
2018
Q1 		$240K Hold
3,640
– – 0.07% 258
2017
Q4 		$263K Sell
3,640
-1,400
-28% -$86.2K 0.08% 252
2017
Q3 		$299K Hold
5,040
– – 0.1% 225
2017
Q2 		$326K Buy
5,040
+360
+8% +$23.8K 0.11% 203
2017
Q1 		$318K Sell
4,680
-1,150
-20% -$76.1K 0.11% 212
2016
Q4 		$374K Sell
5,830
-4,590
-44% -$286K 0.14% 190
2016
Q3 		$688K Buy
10,420
+680
+7% +$47.9K 0.26% 111
2016
Q2 		$753K Sell
9,740
-500
-5% -$37.8K 0.29% 104
2016
Q1 		$751K Hold
10,240
– – 0.3% 104
2015
Q4 		$714K Sell
10,240
-740
-7% -$54.2K 0.28% 110
2015
Q3 		$794K Buy
+10,980
New +$851K 0.32% 95
2015
Q1 		$892K Sell
10,980
-1,550
-12% -$119K 0.28% 96
2014
Q4 		$949K Buy
12,530
+750
+6% +$56.5K 0.3% 88
2014
Q3 		$862K Hold
11,780
– – 0.29% 94
2014
Q2 		$852K Sell
11,780
-200
-2% -$13.9K 0.28% 100
2014
Q1 		$825K Sell
11,980
-300
-2% -$19.9K 0.31% 92
2013
Q4 		$778K Sell
12,280
-1,030
-8% -$60.4K 0.29% 98
2013
Q3 		$757K Buy
+13,310
New +$763K 0.31% 89

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Optimum Investment Advisors's DVA Position: Q3 2019 in Review

Optimum Investment Advisors sold out of DaVita (DVA) in Q3 2019, closing a stake of 3,260 shares — an estimated $183K sold.

Optimum Investment Advisors first reported a position in DVA in Q3 2013 and held it in 23 quarters. The position peaked at $949K in Q4 2014. 416 funds tracked by Wall St. Rank hold DVA as of Q3 2019.

  • Optimum Investment Advisors reported no remaining DaVita position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 3,260 DaVita shares in Q3 2019, an estimated $183K.
  • Optimum Investment Advisors first reported a position in DaVita in Q3 2013 and held it in 23 quarters.
  • Optimum Investment Advisors's DaVita position peaked at $949K in Q4 2014.
  • 416 funds tracked by Wall St. Rank held DaVita as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.